Family Office Services
Our full suite of accounting and taxation services, in addition to our wide network of professional advisors (including lawyers, wealth managers and bankers) are all utilised as we work closely with families, in a coordinated, collaborative and disciplined approach, to help manage their financial affairs, maximise returns and provide strategic advice.
With our solid foundation in family traditions, our hands-on approach assists with looking after family assets and helps alleviate the stresses often associated with financial management. Our family office service is underpinned by professional integrity and upmost respect in supporting a family’s values and legacies.
In managing a family’s financial affairs, our client centric approach ensures that we are proactive, responsive, flexible and cognizant of maintaining harmony amongst family members.
Our services include:
- Development of a family charter
- Intergenerational wealth planning
- Family governance
- Structuring for wealth protection
- Investment reporting
- Financial reporting and compliance
- ATO and ASIC compliance
- Secretarial, administration and mail management
- Payroll services
- Superannuation compliance
- Insurance management
- Document management
- Tax consulting
- Trustee and estate services
- Estate planning
- Philanthropy management